Financial Consultant

14 hours ago


New York, New York, United States Fidelity Investments Full time
{"title": "Financial Consultant Role Overview", "content": "Role Overview

Fidelity Investments is seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will engage with clients to provide personalized financial planning and guidance, helping them achieve their long-term goals.

Key Responsibilities
  • Build and maintain strong relationships with clients to understand their financial needs and goals.
  • Develop and implement comprehensive financial plans to help clients achieve their objectives.
  • Stay up-to-date on industry trends and regulatory requirements to provide expert advice to clients.
  • Collaborate with internal teams to ensure seamless delivery of financial services to clients.
Requirements
  • FINRA Series 7 & 63 licenses, with Series 65 or 66 licenses and state registrations (or ability to acquire upon hire).
  • Strong communication and interpersonal skills to effectively engage with clients and internal teams.
  • Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines.
  • Strong analytical and problem-solving skills to develop and implement effective financial plans.
What We Offer
  • A competitive total rewards package, including a stable base salary and bonus opportunities.
  • A comprehensive benefits program, including health, dental, and vision coverage, as well as retirement savings options.
  • Opportunities for professional growth and development, including training and education programs.
  • A dynamic and supportive work environment, with a team of experienced professionals.
How to Apply

If you are a motivated and results-driven individual with a passion for financial planning and client relationships, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter outlining your experience and qualifications for the role.", "lang_code": "en-US"}



  • New York, New York, United States Fidelity TalentSource LLC Full time

    Job Overview:Fidelity TalentSource LLC is seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will play a critical role in helping our clients achieve their financial goals by providing personalized investment planning and wealth management services.Key Responsibilities:Build and maintain strong relationships with clients...


  • New York, New York, United States Fidelity TalentSource LLC Full time

    About the RoleWe are seeking a skilled Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will play a critical role in helping our clients achieve their financial goals by providing personalized investment planning and guidance.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand...


  • New York, New York, United States sulekha Full time

    Job Title: Financial Sales ConsultantAbout the Role:We are seeking a highly skilled Financial Sales Consultant to join our team at Sulekha. As a Financial Sales Consultant, you will be responsible for driving sales growth and revenue expansion through strategic partnerships and business development initiatives.Key Responsibilities:Develop and execute sales...


  • New York, New York, United States SAE & Associates, LLC Full time

    Job OverviewSAE & Associates, LLC is on the lookout for a Senior Financial Consultant with a strong background in behavioral health finance and budgetary analysis. Our firm specializes in providing consulting services to non-profit organizations in the healthcare and social services sectors.Consultation SummaryThe Consultant will be responsible for...


  • New York, New York, United States FTI Consulting Full time

    About the RoleWe are seeking a highly skilled Financial Services Consultant to join our team at FTI Consulting. As a key member of our Financial Services practice, you will be responsible for providing expert advice and guidance to clients on complex financial services matters.Key ResponsibilitiesPerform and supervise day-to-day activities in support of...


  • New York, New York, United States New York Life Full time

    New York Life - Financial Services ConsultantNew York Life Insurance Company offers a diverse array of insurance and investment solutions, including life insurance, long-term care policies, mutual funds, and group disability coverage.Key Responsibilities:Assess clients' financial situations and objectivesGuide clients in strategic financial planningDesign...


  • New York, New York, United States tep Full time

    Sales Consultant with Fast-Track Management Opportunity Are you prepared to transform your sales acumen into a fulfilling management career? Join us in a unique collaboration with a distinguished national financial organization as we seek exceptional sales professionals ready to embrace leadership roles. In this Fast-Track Management Opportunity, you will...


  • New York, New York, United States Avior Executive Search, Inc Full time

    Full-Time Lead Financial Consultant Avior Executive Search, Inc. is on the lookout for experienced Lead Financial Consultants to enhance our team of high-performing financial professionals. The successful candidate will possess a robust knowledge of wealth management and be adept at delivering holistic financial solutions to clients. Key Responsibilities:...


  • New York, New York, United States Phyton Talent Advisors Full time

    Phyton Talent Advisors is currently seeking a Financial Tax Consultant to join a prestigious Global Financial Services firm.Key Responsibilities:Oversee and coordinate multiple projects and workflows with precision and thoroughness.Evaluate data and construct financial models to support strategic decision-making.Conduct economic, financial, and accounting...


  • New York, New York, United States FTI Consulting Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Services Consultant to join our team at FTI Consulting. As a key member of our Financial Services practice, you will be responsible for providing expert advice and guidance to our clients on complex financial services matters.Key ResponsibilitiesPerform and supervise day-to-day...


  • New York, New York, United States New York Life-NJ General Office Full time

    Job OverviewAre you passionate about building meaningful relationships and developing strategic financial solutions? If you are seeking a dynamic opportunity in the financial services industry, we invite you to explore the role of a Junior Financial Consultant.The ideal candidate for this position is someone who is eager to engage with clients and has a...


  • New York, New York, United States Collabera Full time

    Home Search Jobs Job Description AML Consultant Contract Type: Consultant Location: Remote Compensation: $100.00 Per Hour Job Overview: This role involves collaborating with senior management to develop strategies, oversight, and best practices for a successful data migration process. The consultant will focus on anti-money laundering (AML) and...

  • Financial Consultant

    3 weeks ago


    New York, New York, United States EisnerAmper Full time

    Position OverviewAt EisnerAmper, we seek individuals who embrace innovative thinking, foster creativity, and are driven to make a meaningful impact. Whether you are embarking on your career journey or advancing as an experienced professional, the EisnerAmper experience is unparalleled. You have the opportunity to shape a fulfilling career path, equipped with...


  • New York, New York, United States Collabera Full time

    Key Responsibilities: The selected candidate will collaborate with senior management to develop strategies, provide oversight, and implement best practices to ensure a seamless transition of their data. This role focuses on Anti-Money Laundering (AML) and Financial Crimes consulting, guiding the overall strategy and direction of the data migration process....


  • New York, New York, United States Avior Executive Search, Inc Full time

    About the RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at Avior Executive Search, Inc. as a Senior Financial Consultant. As a key member of our team, you will be responsible for providing comprehensive financial planning and advisory services to our clients.Key ResponsibilitiesDevelop and implement personalized financial...


  • New York, New York, United States Aston Carter Full time

    Job Title: Financial Consultant We are seeking an experienced Financial Consultant to lead the implementation of QuickBooks to Blackbaud. The ideal candidate will have a deep understanding of financial software, particularly QuickBooks and Blackbaud, and will be responsible for overseeing the transition process. This role requires strong leadership skills,...


  • New York, New York, United States Amtex Systems Inc Full time

    Job OverviewSAP Advanced Financial Closing (AFC) Consultant - Remote OpportunityWe are seeking a skilled SAP Advanced Financial Closing (AFC) Consultant with expertise in software subscription-based industries. The ideal candidate will possess:Experience in implementing AFC solutions in both ECC and S/4HANA environments.At least one complete cycle of...


  • New York, New York, United States Collabera Full time

    Key Responsibilities: The selected candidate will collaborate closely with senior management to establish strategies, provide oversight, and implement best practices to facilitate a seamless data migration process. As an AML (anti-money laundering) and Financial Crimes consultant, this role will focus on the comprehensive strategy and guidance necessary for...


  • New York, New York, United States Collabera Full time

    Key Responsibilities: The selected candidate will collaborate with senior management to develop strategies, provide oversight, and implement best practices to ensure a seamless transition of data. This role focuses on anti-money laundering (AML) and financial crimes consulting, guiding the overall strategy and direction of data migration efforts. The...


  • New York, New York, United States Siapartners Full time

    Senior Consultant - Finance TransformationFull-timeSia Partners is a pioneering management consulting firm that integrates cutting-edge AI and design capabilities with traditional consulting practices to deliver exceptional value to our clients. With a team of 3,000 consultants across 19 countries, we are poised to achieve significant turnover this fiscal...